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Plaid can now be linked by clients.

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This commit is contained in:
Bryce Covert
2022-07-21 08:21:16 -07:00
parent 746787df79
commit b214a527fa
12 changed files with 259 additions and 33 deletions
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28
src/clj/auto_ap/graphql/plaid.clj
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@@ -2,25 +2,34 @@
(:require
[auto-ap.datomic
:refer [add-sorter-fields apply-pagination apply-sort-3 conn merge-query]]
[auto-ap.graphql.utils :refer [assert-admin assert-present <-graphql ->graphql]]
[auto-ap.graphql.utils
:refer [->graphql
<-graphql
assert-admin
assert-can-see-client
assert-present
limited-clients]]
[auto-ap.plaid.core :as p]
[clj-time.coerce :as coerce]
[clj-time.core :as time]
[clojure.tools.logging :as log]
[com.walmartlabs.lacinia.util :refer [attach-resolvers]]
[datomic.api :as d]))
(defn plaid-link-token [context value args]
(assert-admin (:id context))
(when-not (:client_id value)
(throw (ex-info "Client ID is required" {:validation-error "Client ID is required"})))
(assert-can-see-client (:id context) (:client_id value))
(let [client-code (:client/code (d/pull (d/db conn) [:client/code] (:client_id value)))]
{:token (p/get-link-token client-code)}))
(defn link-plaid [context value args]
(assert-admin (:id context))
(when-not (:client_code value)
(throw (ex-info "Client not provided" {:validation-error "Client not provided."})))
(when-not (:public_token value)
(throw (ex-info "Public token not provided" {:validation-error "public token not provided"})))
(log/info (:id context) (:db/id (d/pull (d/db conn) [:db/id] [:client/code (:client_code value)])))
(assert-can-see-client (:id context) (:db/id (d/pull (d/db conn) [:db/id] [:client/code (:client_code value)])))
(let [access-token (:access_token (p/exchange-public-token (:public_token value) (:client_code value)))
account-result (p/get-accounts access-token )
item {:plaid-item/client [:client/code (:client_code value)]
@@ -40,7 +49,8 @@
:plaid-item/_accounts "plaid-item"}
balance (assoc :plaid-account/balance balance)))))
(into [item])))
{:message (str "Plaid linked successfully. Access Token: " access-token)}))
(log/info "Access token was " access-token)
{:message (str "Plaid linked successfully.")}))
(def default-read '[:db/id
@@ -54,7 +64,6 @@
:plaid-account/name]}])
(defn raw-graphql-ids [db args]
(println args)
(let [query (cond-> {:query {:find []
:in ['$]
:where []}
@@ -63,6 +72,11 @@
(:sort args) (add-sorter-fields {"external-id" ['[?e :plaid-item/external-id ?sort-external-id]]}
args)
(limited-clients (:id args))
(merge-query {:query {:in ['[?xx ...]]
:where ['[?e :plaid-item/client ?xx]]}
:args [ (set (map :db/id (limited-clients (:id args))))]})
(:client-id args)
(merge-query {:query {:in '[?client-id]
:where ['[?e :plaid-item/client ?client-id]]}
@@ -93,7 +107,7 @@
(defn get-plaid-item-page [context args value]
(assert-admin (:id context))
(let [args (assoc args :id (:id context))
[plaid-items cnt] (get-graphql (<-graphql (assoc args :id (:id context))))]
{:plaid_items (->> plaid-items

4
src/cljc/auto_ap/client_routes.cljc
View File

@@ -17,8 +17,7 @@
"reminders" :admin-reminders
"vendors" :admin-vendors
"excel-import" :admin-excel-import
"yodlee2" :admin-yodlee2
"plaid" :admin-plaid}
"yodlee2" :admin-yodlee2}
"invoices/" {"" :invoices
"import" :import-invoices
"unpaid" :unpaid-invoices
@@ -33,6 +32,7 @@
"requires-feedback" :requires-feedback-transactions
"excluded" :excluded-transactions}
"reports/" {"" :reports}
"plaid" :plaid
"ledger/" {"" :ledger
"profit-and-loss" :profit-and-loss
"balance-sheet" :balance-sheet

13
src/cljs/auto_ap/events.cljs
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@@ -4,11 +4,12 @@
[auto-ap.routes :as routes]
[auto-ap.subs :as subs]
[auto-ap.utils :refer [by]]
[auto-ap.views.utils :refer [with-user]]
[auto-ap.views.utils :refer [with-user parse-jwt]]
[bidi.bidi :as bidi]
[clojure.string :as str]
[goog.crypt.base64 :as b64]
[re-frame.core :as re-frame]))
[re-frame.core :as re-frame]
[goog.crypt.base64 :as base64]))
(defn jwt->data [token]
(js->clj (.parse js/JSON (b64/decodeString (second (str/split token #"\." ))))))
@@ -142,12 +143,20 @@
(re-frame/reg-event-fx
::set-active-route
(fn [{:keys [db]} [_ handler params route-params]]
(println (:user/role (parse-jwt (:user db))))
(cond
(and (not= :login handler) (not (:user db)))
{:redirect (bidi/path-for routes/routes :login)
:db (assoc db :active-route :login
:active-page :login
:page-failure nil)}
(and (not= "admin" (:user/role (parse-jwt (:user db))))
(str/includes? (name handler) "admin"))
{:redirect (bidi/path-for routes/routes :index)
:db (assoc db :active-route :index
:active-page :index
:page-failure nil)}
:else
{:db (-> db
(assoc :active-route handler

4
src/cljs/auto_ap/subs.cljs
View File

@@ -2,6 +2,7 @@
(ns auto-ap.subs
(:require [re-frame.core :as re-frame]
[auto-ap.utils :refer [by]]
[auto-ap.views.utils :refer [parse-jwt]]
[clojure.string :as str]
[goog.crypt.base64 :as base64]
[minisearch :as ms]))
@@ -141,8 +142,7 @@
(re-frame/reg-sub
::user
(fn [db]
(when (:user db)
(js->clj (.parse js/JSON (base64/decodeString (second (str/split (:user db) #"\.")))) :keywordize-keys true))))
(parse-jwt (:user db))))
(re-frame/reg-sub
::active-route

5
src/cljs/auto_ap/views/components/admin/side_bar.cljs
View File

@@ -56,10 +56,7 @@
[:span {:class "icon icon-saving-bank-1" :style {:font-size "25px"}}]
[:span {:class "name"} "Yodlee 2 Link"]]]
[:li.menu-item
[:a {:href (bidi/path-for routes/routes :admin-plaid), :class (str "item" (active-when ap = :admin-plaid))}
[:span {:class "icon icon-saving-bank-1" :style {:font-size "25px"}}]
[:span {:class "name"} "Plaid Link"]]]
[:ul ]]
[:p.menu-label "History"]

6
src/cljs/auto_ap/views/main.cljs
View File

@@ -28,7 +28,7 @@
[auto-ap.views.pages.admin.users :refer [admin-users-page]]
[auto-ap.views.pages.admin.import-batches :refer [import-batches-page]]
[auto-ap.views.pages.admin.yodlee2 :as yodlee2]
[auto-ap.views.pages.admin.plaid :as plaid]))
[auto-ap.views.pages.company.plaid :as plaid]))
(defmulti page (fn [active-page] active-page))
(defmethod page :unpaid-invoices [_]
@@ -112,8 +112,8 @@
(defmethod page :admin-yodlee2 [_]
(yodlee2/admin-yodle-provider-accounts-page))
(defmethod page :admin-plaid [_]
(plaid/admin-plaid-page))
(defmethod page :plaid [_]
(plaid/plaid-page))
(defmethod page :admin-accounts [_]
(admin-accounts-page))

2
src/cljs/auto_ap/views/pages/admin/clients/form.cljs
View File

@@ -9,7 +9,7 @@
[auto-ap.views.components.address :refer [address2-field]]
[react-signature-canvas]
[auto-ap.views.components.typeahead :refer [typeahead-v3]]
[auto-ap.views.components.level :refer [left-stack]]
[auto-ap.views.components.level :refer [left-stack] :as level]
[auto-ap.views.components :as com]
[auto-ap.views.components.typeahead.vendor
:refer [search-backed-typeahead]]

16
src/cljs/auto_ap/views/pages/admin/plaid.cljs
View File

@@ -1,9 +1,9 @@
(ns auto-ap.views.pages.admin.plaid
(ns auto-ap.views.pages.company.plaid
(:require
[auto-ap.effects.forward :as forward]
[auto-ap.status :as status]
[auto-ap.subs :as subs]
[auto-ap.views.components.admin.side-bar :refer [admin-side-bar]]
[auto-ap.views.pages.company.side-bar :refer [company-side-bar]]
[auto-ap.views.components.grid :as grid]
[auto-ap.views.components.layouts :refer [side-bar-layout]]
[auto-ap.views.pages.admin.plaid.table :as table]
@@ -146,19 +146,17 @@
(defn plaid-link-token-button []
(let [status @(re-frame/subscribe [::status/single ::get-link-token])
client-code (:code @(re-frame/subscribe [::subs/client]))]
client @(re-frame/subscribe [::subs/client])]
[:button.button.is-primary {:disabled (status/disabled-for status)
:class (status/class-for status)
:on-click (dispatch-event [::get-link-token client-code])}
"Authenticate with Plaid (" client-code ")"]))
:on-click (dispatch-event [::get-link-token (:code client)])}
"Authenticate with Plaid (" (:name client) ")"]))
(defn link-flow []
[:div
(let [link-token @(re-frame/subscribe [::link-token])
client-code (:code @(re-frame/subscribe [::subs/client]))]
(cond
(and link-token client-code)
[:div
"Authentication successful!"
@@ -185,12 +183,12 @@
]))
(defn admin-plaid-page []
(defn plaid-page []
(reagent/create-class
{:component-will-unmount #(re-frame/dispatch [::unmounted])
:component-did-mount #(re-frame/dispatch [::mounted])
:reagent-render (fn []
[side-bar-layout {:side-bar [admin-side-bar {}]
[side-bar-layout {:side-bar [company-side-bar {}]
:main [admin-plaid-item-content]}])}))

6
src/cljs/auto_ap/views/pages/admin/plaid/table.cljs
View File

@@ -79,6 +79,7 @@
(defn table [{:keys [status data-page]}]
(let [{:keys [data]} @(re-frame/subscribe [::data-page/page data-page])
params @(re-frame/subscribe [::params])
is-admin? @(re-frame/subscribe [::subs/is-admin?])
statuses @(re-frame/subscribe [::status/multi ::refresh])]
[grid/grid {:data-page data-page
:column-count 5}
@@ -105,5 +106,6 @@
[:li (:name a) [:div.tag (->$ (:balance a))]])]]
[grid/cell {}
[:div.buttons
[buttons/fa-icon {:event [::delete-requested (:id c)]
:icon "fa-times"}]]]])]]]))
(when is-admin?
[buttons/fa-icon {:event [::delete-requested (:id c)]
:icon "fa-times"}])]]])]]]))

194
src/cljs/auto_ap/views/pages/company/plaid.cljs Normal file
View File

@@ -0,0 +1,194 @@
(ns auto-ap.views.pages.admin.plaid
(:require
[auto-ap.effects.forward :as forward]
[auto-ap.status :as status]
[auto-ap.subs :as subs]
[auto-ap.views.pages.company.side-bar :refer [company-side-bar]]
[auto-ap.views.components.grid :as grid]
[auto-ap.views.components.layouts :refer [side-bar-layout]]
[auto-ap.views.pages.admin.plaid.table :as table]
[auto-ap.views.utils :refer [dispatch-event with-user]]
[re-frame.core :as re-frame]
[react-plaid-link :refer [usePlaidLink]]
[reagent.core :as reagent]
[auto-ap.views.pages.data-page :as data-page]
[clojure.set :as set]
[vimsical.re-frame.fx.track :as track]))
(re-frame/reg-sub
::link-token
(fn [db]
(-> db ::link-token)))
(re-frame/reg-sub
::message
(fn [db]
(-> db ::message)))
(re-frame/reg-sub
::params
:<- [::table/params]
(fn [table-params]
table-params))
(re-frame/reg-sub
::plaid-items
(fn [db]
(::plaid-items db)))
(re-frame/reg-event-fx
::params-change
(fn [_ [_ params]]
{:set-uri-params params}))
(re-frame/reg-event-fx
::data-requested
(fn [{:keys [db]} [_ params]]
(println "PRAAMS" params)
{:graphql {:token (:user db)
:owns-state {:single ::page}
:query-obj {:venia/queries [{:query/data [:plaid-item-page {:client-id (:id @(re-frame/subscribe [::subs/client]))
:sort (:sort params)
:start (:start params 0)}
[[:plaid-items [:id :last-updated :status
[:client [:id]]
[:accounts [:id :name :number :balance]]]]
:count
:start
:end
:total]]
:query/alias :result}]
}
:on-success (fn [result]
[::data-page/received ::page
(set/rename-keys (:result result)
{:plaid-items :data})])}}))
(re-frame/reg-event-fx
::mounted
(fn [{:keys [db]} _]
{:dispatch [::data-requested]
::forward/register {:id ::plaid-item-deleted
:events #{::table/plaid-item-deleted}
:event-fn (fn [[_ query-result]]
[::data-requested])}
::track/register {:id ::params
:subscription [::data-page/params ::page]
:event-fn (fn [params]
[::data-requested params])}
:db (dissoc db
::link-token
::message)}))
(re-frame/reg-event-fx
::unmounted
(fn [{:keys [db]} _]
{::forward/dispose {:id ::plaid-item-deleted}}))
(re-frame/reg-event-fx
::get-link-token
[with-user]
(fn [{:keys [db]} [_ client]]
{:graphql {:token (:user db)
:owns-state {:single ::get-link-token}
:query-obj {:venia/queries [[:plaid-link-token {:client-id (:id @(re-frame/subscribe [::subs/client]))}
[:token]]]}
:on-success [::authenticated]}}))
(re-frame/reg-event-fx
::plaid-linked
(fn [{:keys [db]} [_ m]]
{:db (assoc db ::message (:message (:link-plaid m)))
:dispatch [::data-requested]}))
(re-frame/reg-event-fx
::exchange-token
[with-user]
(fn [{:keys [db]} [_ client public-token]]
{:graphql {:token (:user db)
:owns-state {:single ::get-link-token}
:query-obj
{:venia/operation {:operation/type :mutation
:operation/name "LinkPlaid"}
:venia/queries [{:query/data
[:link-plaid
{:client-code client
:public-token public-token}
[:message]]}]}
:on-success [::plaid-linked]}}))
(re-frame/reg-event-db
::authenticated
(fn [db [_ link-token]]
(-> db
(assoc-in [::link-token] (:token (:plaid-link-token link-token))))))
(re-frame/reg-event-db
::received
(fn [db [_ d]]
(assoc-in db [::plaid-items] (:plaid-item-page d))))
(defn plaid-item-table []
[table/table {:data-page ::page
:status @(re-frame/subscribe [::status/single ::page])}])
(defn link-button [{:keys [link-token client-code]}]
(let [plaid (usePlaidLink #js {:token link-token
:onSuccess (fn [x]
(re-frame/dispatch [::exchange-token client-code x]))})]
[:div
[:button.button.is-primary {:on-click (.-open plaid)}
[:span [:span.icon [:i.fa.fa-external-link]] " Go to plaid"]]]))
(defn plaid-link-token-button []
(let [status @(re-frame/subscribe [::status/single ::get-link-token])
client-code (:code @(re-frame/subscribe [::subs/client]))]
[:button.button.is-primary {:disabled (status/disabled-for status)
:class (status/class-for status)
:on-click (dispatch-event [::get-link-token client-code])}
"Authenticate with Plaid (" client-code ")"]))
(defn link-flow []
[:div
(let [link-token @(re-frame/subscribe [::link-token])
client-code (:code @(re-frame/subscribe [::subs/client]))]
(cond
(and link-token client-code)
[:div
"Authentication successful!"
[:f> link-button {:link-token link-token
:client-code client-code}]]
client-code
[plaid-link-token-button]
:else
nil))])
(defn admin-plaid-item-content []
(let [message @(re-frame/subscribe [::message])]
[:div
[:h1.title "Plaid Accounts"]
(when message
[:div.notification.is-info.is-light
message])
[plaid-item-table]
[link-flow]
]))
(defn admin-plaid-page []
(reagent/create-class
{:component-will-unmount #(re-frame/dispatch [::unmounted])
:component-did-mount #(re-frame/dispatch [::mounted])
:reagent-render (fn []
[side-bar-layout {:side-bar [company-side-bar {}]
:main [admin-plaid-item-content]}])}))

6
src/cljs/auto_ap/views/pages/company/side_bar.cljs
View File

@@ -14,4 +14,8 @@
[:a.item {:href (bidi/path-for routes/routes :reports)
:class [(active-when ap = :reports)]}
[:span {:class "icon icon-receipt" :style {:font-size "25px"}}]
[:span {:class "name"} "Reports"]]]]]))
[:span {:class "name"} "Reports"]]]]
[:li.menu-item
[:a {:href (bidi/path-for routes/routes :plaid), :class (str "item" (active-when ap = :plaid))}
[:span {:class "icon icon-saving-bank-1" :style {:font-size "25px"}}]
[:span {:class "name"} "Plaid Link"]]]]))

8
src/cljs/auto_ap/views/utils.cljs
View File

@@ -614,3 +614,11 @@
:else
x))
(defn parse-jwt [jwt]
(when-let [json (some-> jwt
(str/split #"\.")
second
base64/decodeString)]
(js->clj (.parse js/JSON json) :keywordize-keys true)))